STRATEGY STUDIO / PUBLIC DATA EXPLORER

WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WHITEMAN 4G FOUNDATION (EIN 20-5478191)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-03-05
IRS object ID
201200659349100410
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-03-05T14:57:26-08:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CK SATO CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11240 E LEHI RDAddressLine1
CityMesaCity
StateAZState
ZIP Code85203ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205478191EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Whiteman 4G FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWHITNameControl
Phone4806071907Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11725 S Country Club DriveAddressLine1
CityMesaCity
StateAZState
ZIP Code85210ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJohn WhitemanName
TitleDirectorTitle
Date Signed2012-02-02DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCK SatoName
Phone4806440253Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY613418FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss81100ContriReceivedRevAndExpnss
Dividends Rev And Expnss15288DividendsRevAndExpnss
Dividends Net Invst Incm15288DividendsNetInvstIncm
Dividends Adj Net Incm15288DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-4400NetGainSaleAssetsRevAndExpnss
Gross Sales Price163491GrossSalesPrice
Total Revenue And Expenses91988TotalRevenueAndExpenses
Total Net Investment Income15288TotalNetInvestmentIncome
Total Adjusted Net Income15288TotalAdjustedNetIncome
Accounting Fees Rev And Expnss4820AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm4820AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm4820AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps3615AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss11276OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm6776OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm6776OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps9957OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss156TaxesRevAndExpnss
Taxes Net Invst Incm156TaxesNetInvstIncm
Taxes Adj Net Incm156TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps118TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss830OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm208OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm207OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps830OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss17082TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm11960TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm11959TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps14520TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss37000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps37000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss54082TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm11960TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm11959TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps51520TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses37906ExcessOfRevenueOverExpenses
Net Investment Income3328NetInvestmentIncome
Adjusted Net Income3329AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOYFMV5295CashEOYFMV
Savings And Temp Cash Invst BOY55032SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY5295SavingsAndTempCashInvstEOY
Prepaid Expenses BOY335PrepaidExpensesBOY
Prepaid Expenses EOY354PrepaidExpensesEOY
Investments Corp Stock BOY511505InvestmentsCorpStockBOY
Investments Corp Stock EOY599129InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV608123InvestmentsCorpStockEOYFMV
Total Assets BOY566872TotalAssetsBOY
Total Assets EOY604778TotalAssetsEOY
Total Assets EOYFMV613418TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY566872RetainedEarningsBOY
Retained Earnings EOY604778RetainedEarningsEOY
Total Net Assets BOY566872TotalNetAssetsBOY
Total Net Assets EOY604778TotalNetAssetsEOY
Total Liabilities Net Assets BOY566872TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY604778TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY566872TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses37906ExcessOfRevenueOverExpenses
Subtotal604778Subtotal
Total Net Assets Fund Balances EOY604778TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income-4400CapitalGainNetIncome

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax67InvestmentIncomeExciseTax
Subtotal67Subtotal
Tax Based On Investment Income67TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment424EstTaxPaymentsAndOverpayment
Total Credits And Payments424TotalCreditsAndPayments
Overpayment357Overpayment
Amount Credited To Next Year357AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4806071907BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11725 S Country Club DrAddressLine1
CityMesaCity
StateAZState
ZIP Code85210ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Zach Wilson
1725 S Country Club DriveMesaAZ85210President0.000
Chloe Whiteman
1440 N 40th Street 3MesaAZ85205Secretary0.000
John O Whiteman
5749 E Cheney DriveParadise ValleyAZ85253Director0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities533684AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances41920AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets575604TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets575604AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable8634CashDeemedCharitable
Net Noncharitable Assets566970NetNoncharitableAssets
Minimum Investment Return28349MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return28349MinimumInvestmentReturn
Tax Based On Investment Income67TaxBasedOnInvestmentIncome
Total Tax67TotalTax
Distributable Amount Before Adj28282DistributableAmountBeforeAdj
Distributable Amount Before Ded28282DistributableAmountBeforeDed
Distributable Amount As Adjusted28282DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions51520ExpensesAndContributions
Qualifying Distributions51520QualifyingDistributions
Adj Qualifying Distributions51520AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted28282DistributableAmountAsAdjusted
Excess Distri Carryover Year425723ExcessDistriCarryoverYear4
Excess Distri Carryover Year328220ExcessDistriCarryoverYear3
Excess Distri Carryover Year220436ExcessDistriCarryoverYear2
Excess Distri Carryover Year118915ExcessDistriCarryoverYear1
Total Excess Distri Carryover93294TotalExcessDistriCarryover
Qualifying Distributions51520QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year28282AppliedToCurrentYear
Remaining Distri From Corpus23238RemainingDistriFromCorpus
Total Corpus116532TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year116532ExcessDistriCyovToNextYear
Excess From Year425723ExcessFromYear4
Excess From Year328220ExcessFromYear3
Excess From Year220436ExcessFromYear2
Excess From Year118915ExcessFromYear1
Excess From Current Year23238ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJohn WhitemanRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11725 S Country Club DriveAddressLine1
CityMesaCity
StateAZState
ZIP Code85210ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4806071907RecipientPhoneNumber
Form And Info And MaterialsNo specific form requiredFormAndInfoAndMaterials
Submission DeadlinesOngoingSubmissionDeadlines
Restrictions On AwardsSubject to reviewRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Creighton School District
2702 E Flower StreetPhoenixAZ85016nonenoneFor qualified education assistance$10,000
Chandler Unified School District
1525 W Frye RdChandlerAZ85224nonenone3-year education grant$10,000
Mesa United Way
137 East University DriveMesaAZ85201nonenoneReed Park project$3,000
Educare Arizona
5749 East Cheney DriveParadise ValleyAZ85253nonenoneEarly childhood education$14,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year37000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income15288RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-4400RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income10888RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA10888TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualEmpire SouthwestContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11725 S Country Club DriveAddressLine1
CityMesaCity
StateAZState
ZIP Code85210ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions81100AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAccountingCategory
Amount$4,820Amount
Net Investment Income4820NetInvestmentIncome
Adjusted Net Income4820AdjustedNetIncome
Disbursements Charitable Prps3615DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionCreative cardsDescription
Revenue And Expenses Per Books830RevenueAndExpensesPerBooks
Net Investment Income208NetInvestmentIncome
Adjusted Net Income207AdjustedNetIncome
Disbursements Charitable Prps830DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Wells Fargo$5,276527652763957
Director$6,000150015006000

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PY Excise tax$86868665
Excise tax$70707053